Latest Institutional Transactions on Black Stone Minerals, L.P. (BSM)
This table provides information on the latest institutional transactions involving Black Stone Minerals, L.P. (BSM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
1KNew |
$14K - $17K
|
1K
$13.3K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
733+ 6.0% |
$10.3K - $12.5K
|
12.9K
$172K
|
|
| Q4 2022 | |||||||
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-9.78KClosed |
$157K - $194K
|
0
$0
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
200New |
$3.21K - $3.97K
|
200
$2.65K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
250New |
$4.01K - $4.96K
|
250
$3.32K
|
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-18.4K- 56.21% |
$296K - $366K
|
14.4K
$191K
|
|
|
Feb 14, 2023
Q4 2022
|
Immersion Capital LLP
London, X0 |
BUY
|
- |
199K+ 48.24% |
$3.19M - $3.95M
|
611K
$8.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
383New |
$6.15K - $7.59K
|
383
$5.08K
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
400New |
$6.42K - $7.93K
|
400
$5.31K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-10.5K- 95.96% |
$168K - $207K
|
440
$5.84K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
400+ 400.0% |
$6.42K - $7.93K
|
500
$6.64K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
20KNew |
$321K - $397K
|
20K
$265K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
SELL
|
PUT |
-17.3K- 73.0% |
$278K - $343K
|
6.4K
$84.9K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
25KNew |
$401K - $496K
|
25K
$332K
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
173+ 0.91% |
$2.78K - $3.43K
|
19.3K
$255K
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
17.6KNew |
$283K - $349K
|
17.6K
$234K
|
|
|
Feb 07, 2023
Q4 2022
|
Franklin Street Advisors Inc
|
SELL
|
- |
-1K- 4.76% |
$16.1K - $19.8K
|
20K
$265K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
CALL |
10New |
$161 - $198
|
10
$133
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
5.98KNew |
$96K - $119K
|
5.98K
$79.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
26.7K+ 232.15% |
$429K - $530K
|
38.2K
$508K
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-44K- 39.29% |
$706K - $873K
|
68K
$902K
|
|
|
Jan 30, 2023
Q4 2022
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
5.6KNew |
$89.9K - $111K
|
5.6K
$74.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
510New |
$8.19K - $10.1K
|
510
$6.77K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
500New |
$8.03K - $9.92K
|
500
$6.64K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
62.4KNew |
$1M - $1.24M
|
62.4K
$828K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
500New |
$8.03K - $9.92K
|
500
$6.64K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
BUY
|
- |
3KNew |
$48.2K - $59.5K
|
3K
$39.8K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-106KClosed |
$1.4M - $1.74M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-8- 33.33% |
$106 - $131
|
16
$212
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
500New |
$6.62K - $8.22K
|
500
$6.64K
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
62.7KNew |
$829K - $1.03M
|
62.7K
$831K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-382K- 83.16% |
$5.05M - $6.27M
|
77.3K
$1.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-12.3K- 67.52% |
$163K - $203K
|
5.94K
$78.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-100- 0.81% |
$1.32K - $1.64K
|
12.2K
$162K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
107+ 2.69% |
$1.42K - $1.76K
|
4.09K
$54.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Cadence Bank Na
|
BUY
|
- |
583+ 2.68% |
$7.71K - $9.58K
|
22.3K
$296K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
200New |
$2.65K - $3.29K
|
200
$2.65K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
1.35KNew |
$17.9K - $22.2K
|
1.35K
$17.9K
|
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
255KNew |
$3.37M - $4.18M
|
255K
$3.38M
|
|
| Q2 2022 | |||||||
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-1K- 8.0% |
$13.2K - $17.2K
|
11.5K
$153K
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
34.8KNew |
$461K - $600K
|
34.8K
$462K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.08K- 19.77% |
$14.4K - $18.7K
|
4.4K
$58.4K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-12.3KClosed |
$163K - $212K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-20KClosed |
$265K - $345K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
45.9KNew |
$608K - $791K
|
45.9K
$609K
|
|
|
Aug 15, 2022
Q2 2022
|
Sg Capital Management LLC
Chicago, IL |
SELL
|
- |
-37.8KClosed |
$501K - $652K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
50New |
$662 - $862
|
50
$664
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
200+ 100.0% |
$2.65K - $3.45K
|
400
$5.31K
|
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2K+ 66.67% |
$26.5K - $34.5K
|
5K
$66.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-15.3K- 50.0% |
$202K - $263K
|
15.3K
$203K
|
|